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L&G Mult

Price: 75.4100GBX

Change: 0.84%

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L&G Multi-Index Income 6 I Inc

L&G Multi-Index Income 6 I Inc

ISIN:

GB00BZ0RS231

Risk level:

1
2
3
4
5
6
7

FE fundinfo Rating:

IA Sector:

IA Volatility Managed

Income type:

Income

Price:

75.4100GBX

12 June 2026

Last change:

0.84%

1 year change:

20.14%

5 year annualised return:

7.80%

12 month yield:

3.50%

Key Investor Information Document (KIID)
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At a glance

At a glance performance and information

Eligibility:

Share Dealing Account
ISA
SIPP

The value of investments, and income from them, can rise and fall so you may get back less than you invest. If you are unsure about investing, seek independent advice

1 W 1 M 3 M 6 M YTD 1 Y 3 Y 5 Y Max

Add to chart:

  • L&G Multi-Index Income 6 I Inc
  • IA Volatility Managed
  • Index

Discrete calendar year performance

Discrete calendar year performance
Investment 31/03/21 to 31/03/22 31/03/22 to 31/03/23 31/03/23 to 31/03/24 31/03/24 to 31/03/25 31/03/25 to 31/03/26
L&G Multi-Index Income 6 I Inc 5.65% -3.21% 10.63% 6.74% 16.39%
IA Volatility Managed 4.04% -4.60% 9.63% 3.46% 10.13%
N/A N/A% N/A% N/A% N/A% N/A%

Trailing returns

(*annualised)

Trailing returns
Investment 3 months 6 months 1 year 3 years* 5 years*
L&G Multi-Index Income 6 I Inc 6.95% 9.50% 20.14% 13.93% 7.80%
IA Volatility Managed 4.69% 6.21% 14.98% 10.04% 5.17%
N/A N/A% N/A% N/A% N/A% N/A%

Fund Objective: The objective of the Fund is to provide a combination of income and growth within a pre-determined risk profile. The Fund will invest in assets that generate higher income over assets that grow in value. The Fund's potential gains and losses are likely to be constrained by the objective to remain within the risk profile.

Manager name:

Legal & General UT Mgr Ltd

Manager start date:

09 October 2015

Investment style:

Aggressive

Region (geographical):

Global

Manager Biography:

Andrzej is a fund manager in the Multi-Asset Funds team at Legal & General Investment Management. His responsibilities cover the portfolio management and on-going development of both institutional and retail multi-asset funds, including multi-factor equity funds. Prior to joining LGIM in July 2014, he was a fund manager at Aviva Investors. Originally from Poland, he completed the MSc programme in Finance at Bocconi University in Italy and also holds a bachelor’s degree in economics and social science from Utrecht University in the Netherlands.

Benchmark:

N/A

Sector:

IA Volatility Managed

FE fundinfo Rating:

Fees & charges

Fees and Charges

Fees and Charges
Charge Who receives this? What is it? Amount
Initial charge: The fund manager Charges applied by the fund management company for investing in their fund. Please note that Investment Managers may charge each time you buy new units or shares in a fund or trust. Where Investment Managers would have an entry charge, we will negotiate to have it waived so you will not be charged. 0.00%
Ongoing Charges: The fund manager The annual charge paid to a fund manager to cover the costs of running the fund. It is an estimate based on the actual amount charged in the previous year. 0.31%
Performance Fee: The fund manager A performance fee joins up the interest of the fund manager and their investors. A performance fee is taken when the fund beats pre-set conditions. N/A
Typical transaction cost: The fund manager The costs of dealing within a fund, which the Investment Manager must pay to continue managing the assets. This includes where the Manager decides to sell one stock and buy another. The costs will vary from one fund to another based on how often the Investment Manager trades and the costs applied when trading. 0.188%*
Dealing commission: Scottish Widows The cost of buying or selling some or all of your investment. £5.00 (per online trade)

*This is an indication based on the market average. The fund’s actual transaction cost will be shown before you place a trade.

Account charges are not included

Breakdown

Asset Allocation

Fund size: 166,831,134.24 GBX

Chart date: June 12, 2026

Top 10 Holdings

Top 10 Holdings
Security Weight
L&g uk quality dividends equal weight ucits etf 14.50%
L&g europe ex-uk quality dividends equal weight ucits etf 8.80%
L&g emerging markets quality dividends equal weight ucits etf 7.80%
L&g apac ex-japan quality dividends equal weight ucits etf 7.20%
Legal & general uk index trust 4.00%
Legal & general us index trust 4.00%
L&g us equity ucits etf 3.00%
L&g global corporate bond fund 3.00%
Legal & general emerging markets government bond (us$) index fund 3.00%
Legal & general active global high yield bond fund 3.00%

Sectors

Sectors
Sectors Weight
No results

World regions

World regions
Country Weight
UK Equity 16.00%
Europe ex UK Equity 11.30%
North America Equity 10.50%
Asia Pacific ex Japan Equity 8.00%
Emerging Market Equity 7.80%
High Growth Equities 7.80%
Developed Market Government Bonds (ex UK) 6.00%
Emerging Market Bonds (Hard Currency) 4.30%
Global Infrastructure 3.80%
Global Corporate Bonds 3.50%
ESG

What is ESG?

ESG stands for Environmental, Social and Governance and is an approach for evaluating to what extent a company works towards social goals. For investors this can be used in order to understand how their funds and the assets they are made up of work towards these goals and use that information to help make sustainable investment choices.

The FCA website sets out further information in relation to the sustainability labelling and disclosure requirements.

Find out more about Scottish Widows’ approach to responsible investments.